Lido Advisors

Lido Advisors Portfolio holdings

AUM $17B
This Quarter Return
-2.38%
1 Year Return
+5.49%
3 Year Return
+19.04%
5 Year Return
+71.18%
10 Year Return
–
AUM
$17B
AUM Growth
+$956M
Cap. Flow
+$2.38B
Cap. Flow %
14.03%
Top 10 Hldgs %
40.73%
Holding
1,443
New
122
Increased
670
Reduced
471
Closed
82

Top Buys

1
$910M
2
$561M
3
$94.7M
4
$81.6M
5
$77.5M

Top Sells

1
$158M
2
$75M
3
$59M
4
$25.1M
5
$22M

Sector Composition

1Technology15.16%
2Financials4.97%
3Healthcare3.8%
4Consumer Discretionary3.5%
5Communication Services3.17%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.86M0.01% 16,120
-58
-0.4%
-$6.69K
$1.85M0.01% 37,264
-11
-0%
-$547
$1.83M0.01% 12,325
-291
-2%
-$43.2K
$1.83M0.01% 42,644
+32
+0.1%
+$1.37K
$1.82M0.01% 8,224
-1,987
-19%
-$440K
$1.81M0.01% 78,069
-26,236
-25%
-$609K
$1.81M0.01% 72,385
+63,305
+697%
+$1.59M
$1.81M0.01% 33,755
+210
+0.6%
+$11.2K
$1.8M0.01% 6,469
-1,033
-14%
-$287K
$1.8M0.01% 21,740
-4,637
-18%
-$383K
$1.79M0.01% 25,487
+2,815
+12%
+$198K
$1.79M0.01% 6,594
+4,479
+212%
+$1.21M
$1.79M0.01% 116,248
-8,310
-7%
-$128K
$1.78M0.01% 20,047
+1,185
+6%
+$105K
$1.76M0.01% 33,268
-7,038
-17%
-$373K
$1.76M0.01% 176,289––
$1.76M0.01% 30,563
+4,207
+16%
+$242K
$1.76M0.01% 70,939
+11,578
+20%
+$287K
$1.75M0.01% 15,566
+12,417
+394%
+$1.4M
$1.75M0.01% 21,996
-406
-2%
-$32.4K
$1.75M0.01% 38,052
+4,122
+12%
+$190K
$1.75M0.01% 246,312––
$1.74M0.01% 13,534
+6,837
+102%
+$881K
$1.73M0.01% 22,678
+2,148
+10%
+$164K
$1.73M0.01% 21,866
+2,316
+12%
+$183K
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